Client Onboarding (Canada)

Client Onboarding (Canada)

04 Nov
|
AGF Capital Partners
|
Canada

04 Nov

AGF Capital Partners

Canada

AGF Capital Partners in Vancouver seeks a Recent Accounts & Transfers Administrator to provide exceptional onboarding for new clients and to process accounts and transfers from start to finish.

You will work with two administrators to ensure smooth onboarding, monitor transfers with custodians, and manage DocuSign envelopes, while maintaining accurate data across custodial platforms and Harmony.

📌 Client Onboarding (Canada)
🏢 AGF Capital Partners
📍 Canada

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